NEHA CHITRE
Financial Adviser Ā· Parramatta, NSW
š Qualifications & Training
1993 - Bachelor of Commerce (Financial Accounting & Auditing) - - University of Bombay (India)
2014 - Certificate IV in Credit Management - - Kaplan Professional
2017 - Diploma of Financial Planning - - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
ā¹ļø What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.